Wendy Brekken
- Role
- Chief Wealth Planning Officer at Private Wealth Asset Management
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Wendy Brekken
We think, we listen, but very rarely do we listen with real understanding, true empathy.…
Experience
Chief Wealth Planning Officer
Private Wealth Asset Management
Jan 2021 — Present
What will you choose to influence? INGENUITY Things work a little differently here. I collaborate with various financial professionals to provide an unparalleled client experience and personalized approach that is tailored for each client. I establish the vision, strategic direction, and positioning of wealth planning services. As a thought leader and subject matter expert on a wide range of planning topics, I provide written commentary along with educational materials for clients and prospects. I empower team members through education and mentorship and function as an architect for education strategy for internal constituents and clients. It fosters comprehensive, holistic planning to high-net-worth clients and ultra-high net worth clients. Together with the relationship team, we deliver customized wealth planning ideas and solutions to our clients. I guide the implementation of a planning platform to launch software tools and other resources. I have a keen focus on customized wealth planning advice to high-net-worth individuals and families. Whether your priorities are close to home or global in reach, I can help you identify what is most important to your heart, and build a plan that speaks to you. My expertise lies in estate and wealth transfer planning, business transition planning, and philanthropy. I am adept at facilitating family meetings and navigating challenging family dynamics. My commitment is to work with you and your family to build a customized path to make progress between where you are today and your dreams for the future. SPECIALTIES Trusts | Estate Planning | Wills | Legal Research | Business Transition | Financial Planning | Retirement Planning | Public Speaking | Leadership | Estate Administration | Estate Tax Planning | Wealth Gift Tax | Powers of Attorney | Estate Law | Guardianship | Wealth Management Services | Wealth Management | Asset Management | Fiduciary Management | Client Relationship Management
Education
St. Olaf College
B.A., Psychology, Family Studies
Mitchell Hamline School of Law
J.D., Law
Creighton University's Heider College of Business
Graduate Certificate, Financial Psychology and Behavioral Finance
Skills
- Wills
- Gift Tax
- Estate Administration
- Trusts
- Financial Planning
- Legal Research
- Corporate Law
- Powers of Attorney
- Estate Planning
- Wealth
- Public Speaking
- Guardianship
- Estate Law
- Retirement Planning
- Estate Tax Planning
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